Records Overview

Think of Records as your complete TAM in a box. Over time, many companies end up maintaining their own external database, like Snowflake.

Orbital's Records serve two primary purposes:

• Manage your entire TAM from Orbital.

• Automatically sync accounts, contacts, and opportunities between Orbital and your CRM.

You can take both bulk and 1:1 actions in Orbital and have those changes reflected in your CRM.

• Bulk: Sync all net-new accounts from Orbital to your CRM. Enrich and update a large number of CRM accounts at once.

• 1:1: Manually select or filter accounts, then update your CRM.